Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!
Gå frakoblet med Player FM -appen!
Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA
MP3•Episoder hjem
Manage episode 256489066 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bridget Sullivan Mermel, please visit www.SullivanMermel.com.
…
continue reading
27 episoder
MP3•Episoder hjem
Manage episode 256489066 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bridget Sullivan Mermel, please visit www.SullivanMermel.com.
…
continue reading
27 episoder
Todos los episodios
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.